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Best economic links of the web

Best economic links of the web

26-05-2017

Political anxiety has sharply risen thanks to Trump

  • Lukas Daalder
    Lukas
    Daalder
    Chief Investment Officer

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https://www.businessinsider.nl/jpmorgan-geopolitical-anxiety-index-extremely-high-due-to-trump-2017-5/

The puzzle…
R93nuWewRz7GB4Lkzu4VZ4S7mq5rNS2TcX4oAV-4M2q9JW9ZoIxZRaAmdUCecRwlsIhan8EoxJ4MCjmuN---qPzpDp3eWFbECQofs0LeYLUy4KLn3hfEIS5eCRjkBRw_LN2IHVD9
http://voxeu.org/article/puzzle-high-policy-uncertainty-and-low-market-volatility

Large caps dominate
nSvo8sT12H6RKMaotNB8AMwEplCgGrxloGRnpYFurLp7l61jKH7DTP0NfGFLKTnGXNKEN4YupiSA3g6cXo8aLXsh5NjEJ7ueKuce2yjYZ-bSVcDMS78Y7-JqmOGdGN6_sVzle0PV
https://www.bespokepremium.com/think-big-blog/five-largest-stocks-account-for-nearly-half-of-2017s-gains/

3% growth for the US is pretty unlikely, if we are to believe this blog
vQSlUaUfji3mVq8h8vZYJeUcYQ5sZC_R54g0bskWwGi1xqYsNIDnkRHPRfAVWfCi-pxrD-E1diesSZS3lo9gRE9TsItMCC90KT95J4BURIvbE7wwuCIsQLUfjjK0XB7IENjsKpG6
http://ritholtz.com/2017/05/ten-million-simulations-tell-us-president-trumps-chances-achieving-3-percent-economic-growth/

Look at China and Japan…
Ql9uYl8y0N6mpA26Xi7teeN8gTUfr6FuyR9iii69BrTxFHuUqEKthKGo3fPlwce0ZuSgUbzMdabE56d1lU3Wzm_qq6dUfmqBpIGKZ9Z5SsnpYEYlMO77EX1SrqLHz7JokmvDR_Vg
https://www.bloomberg.com/graphics/2017-feeding-china/

Oh! The truth about the tulipmania
EC-KbHPWbgpd9XpzrqjTVtIMjCzETqjyDmk1G0WEf-0bue6_MOBr-bXM20WrFI2j2YhI_0-dKO7gHVAhn4-AJ0lXUyJ_hLvxD-bIGEUzZ8yLvs5wYMtl3Hbql1KjFUgxW4Di4cRn
https://stratechery.com/2017/tulips-myths-and-cryptocurrencies/

Speaking of bubbles….
VRSIzCRRtKAVojUt7X81oJjyKV09RI_yRnIhQnPApv1cOk6Gkm4l95m-eKVfkwiRCgCJYAe_M_goD3thJnKL_Qi5pz11kktgsB9Y9hp0fZTAPTpRmzv0cpSJa6di6XKHI3QJ3Q48
https://www.economist.com/news/finance-and-economics/21722678-crypto-currencies-keep-soaring-one-bitcoin-worth-twice-much-ounce

CAPEX no more (but what is cause and effect here?)
PeqtSzaIyyIB6sEm_ioFgkOsk-S4UAehIzDf5kbfUEfIkZjxcFWukH_FxWN24Ws5UfZOenmFsnA5bvzZ6__VNIoyzHbKDThEp7aWciRybKdXN7lLrQHy4ZMylpykfEOuJERaHobT
https://www.businessinsider.nl/capex-vs-consumer-spending-in-stock-market-2017-5/

‘Fiscal breakeven’ of the various OPEC countries
vXZhXTSgTtBSW-pnF_RmAOYFFkbBh8KKj3rkOWIadZKm5Bj3jVLqxd9tMGYNI8zwu3iel92lnnQIEDIxeaswwee7BlZS-BLzScdINBA4YyvqcuopDh8BoOtSz858QGm8AXuYYzUk
https://www.businessinsider.nl/opec-meeting-production-cuts-2017-5/

The ECB stability report
11YXUwkVLabv3ax9dXRRWyYHBVB_GctU23PMlD0G-n6JYvCdcZeyHvARR8C1-Z0UqphuvvevQEbi107iqVIyRoxisy4dqdqM9YhJLv6iTWXotn5aekNW5xOPmOdEShQNlyjxVaFZ
https://www.ecb.europa.eu/pub/pdf/other/ecb.financialstabilityreview201705.en.pdf

The Dutch are number three with respect to public healthcare spending
Gabs-IqNQSO1z2SaA6KGSinofuROX7AKGyTiekBnzj_EEmBNG-mq_x7jRn30V4ctkzI15ofjvcIbX9dfA5NWbIA5lUAJz11RFqFkGyTFtDlF3p79HN8YOTtAcxExqMo62jhWTzlQ
http://ritholtz.com/2017/05/u-s-spends-public-money-healthcare-sweden-canada/

“ VIX Trading, Hoaxes and Blockchain”
5ToLczWBuWhAD3Di6GlUz8iLa6aQbLSi45i4p3hRHSjBI-Hfu2vy1h2Zc1cz0kAx9Kn0EH1uJK6IdnchG8NovvN3zE_DJDOr6mdb3Wys3XOEObzSlEtZAnMGozxIS602g6HUvIlQ
https://www.bloomberg.com/view/articles/2017-05-24/vix-trading-hoaxes-and-blockchain

The rise of wind and solar (interactive chart 1 click away)
B3JjvhVMdOQoyD4dhdl9-872J_4sJhw2SS3cuIzPPGx3vaUx9Z-faUr8tVOsstgNGGJKCGpY7DUlJSS99ViDtEJgKd9lQisEmDTXYgbPqg1htiKujXRi31pj1JccetDTrZc3VARg
https://www.ft.com/content/44ed7e90-3960-11e7-ac89-b01cc67cfeec

About Best economic links of the web

In my role as Head of the Global Allocations department at Robeco I see an awful lot of information, from charts to pictures, from the serious to the funny. A few years ago I thought it would be a neat idea to collect the pick of the crop and share them with a wider audience. This was driven by my enthusiasm about the industry and the often highly imaginative ways in which people share information. It seemed a shame to be at the receiving end of so much marvelous material only for it to be either filed or deleted at the end of the day.

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A complete overview of all previous editions of Best of the Web can be found here http://lukasdaalder.com/. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically checked beforehand!

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